When adding your team to Buildertrend, you are able to assign each user to a pre-built role. Each role has different view, add, edit, and delete capabilities that pertain to the features they'll be able to utilize.

Keep in mind you are able to create custom roles in your account, should a role not fully suit your specific needs.


For a visual representation of permissions; navigate to the permission matrix below.

Permission Matrix


Full Admin - Access to perform all actions on every item in Buildertrend.

Project Manager - Access to add and edit all job-related items except for Owner Invoicing and Internal Users and Subs. User will not have access to Sales items.

  • Limited Access: Accounting Integration

  • No Access: Sales, Warranty, Owner Invoices

Office Manager - Access to add and edit most items in Buildertrend. User will not have access to Estimates or Warranty.

  • No Access: Warranty, Bids, Estimate

Bookkeeper - Access to all financials and accounting integrations as well as most job-related items. User will not have access to Sales, RFIs, Daily Logs, or Warranty.

  • Limited Access: Schedule, To-Dos, Messages, Bids

  • No Access: Sales, Daily Logs, Warranty, RFIs, Surveys

Selections Coordinator - Access to cost and price information on Selections, POs, and COs. User will not have access to Owner Invoicing, Sales, Warranty, or Estimates.

  • Limited Access: Time Clock, Messages

  • No Access: Sales, Warranty, Surveys, Bids, Estimate, Owner Invoices, Accounting Integration

Warranty Coordinator - Access to Warranty, To-Dos, and most communication items. User will not have access to Customer, Job, or Sub information.

  • No Access: Sales, Change Orders, Selections, Time Clock, Bids, Estimate, Bills/POs, Owner Invoices, Accounting Integration, BRI

Architect - Access to view COs and Selections without cost or price information as well as full access to most job-related items. User will not have access to Sales, Owner Invoices, Warranty, or Estimates.

  • Limited Access: To-Dos

  • No Access: Sales, Warranty, Surveys, Bids, Estimate, Bills/POs, Owner Invoices, Accounting Integration, BRI

Project Estimator - Access to Selections, Bills/POs, Estimates, and Bids including cost and price information as well as full access to most job-related items.

  • Limited Access: Schedule, To-Dos

  • No Access: Sales, Warranty, Owner Invoices, Accounting Integration

Sales Rep - Access to manage their own Leads and convert those Leads into Jobs. User will have access to cost and price information on the Lead Proposal but will not see this information once converted into a Job.

  • Limited Access: Sales, Schedule, To-Dos, Time Clock, Accounting Integration

  • No Access: Change Orders, Selections, Warranty, RFIs, Surveys, Messages, Bids, Estimate, Bills/POs, Owner Invoices, BRI

Sales Manager - Full access to all Leads, Activities, and Proposals. User will also have access to Time Clock and pricing information on Estimates within a Job.

  • Limited Access: Schedule, Change Orders, Selections, Accounting Integration

  • No Access: Warranty, RFIs, Surveys, Bids, Estimate, Bills/POs, Owner Invoices

Field Crew - Access to create and interact with To-Dos, Daily Logs, Time Clock, and Schedules. User will not have access to any cost or pricing information.

  • Limited Access: To-Dos, Time Clock,

  • No Access: Sales, Change Orders, Selections, Warranty, RFIs, Surveys, Bids, Estimate, Bills/POs, Owner Invoices, BRI

Purchasing Coordinator - Access to cost and price information all financial items with the exception of Owner Invoicing and Lead Proposals.

  • Limited Access: To-Dos

  • No Access: Sales, Time Clock, Warranty, Surveys, Owner Invoices


Permission Matrix

Right-click the image and open it in a new tab to enlarge.

Interested in Learning More? 📚

The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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